MERRILY ORSINI May 2015 corecubed President/CEO, January 2012-Present Managing Director, September 2003-December 2011 Founded, managed and growing a niche market integrated digital communications agency with a focus on aging care businesses using strategy, content, and visuals as tools to extend brand awareness and garner clients. Experienced and successful in marketing to and reaching those seeking niche products and services targeted to a mature affluent audience. Creator of MOSTSM, a unique home care industry turnkey monthly marketing communications program designed specifically to increase billable hours and referrals. Axxess Information Technologies Senior Business Development Executive. January 2014-Present Using expertise in the private pay market to assist in the creation of a targeted software solution integrated with the AgencyCORE product to allow diversification for their client base into other models of home care. Networking nationally within the home centered care market to increase thought leadership for the Axxess brand. National Association for Home Care & Hospice (NAHC) Chief Strategic Officer, the Private Duty Homecare Association (PDHCA), January 2011-February 2012 Provided strategy and leadership for a NAHC affiliate that serves the in-home care industry focusing on services for which one pays a fee. My Virtual Corp President/CEO, August 1998-July 2004 Created a unique business development company that used a model of remote collaborative networked teams of experts on demand. Service provision focused on using the internet as a business growth tool. Spun off corecubed in 2003. Elder Care Solutions, Inc. Chairman, January 1998 to August 1998 (a subsidiary of Patient Care, Inc. West Orange, NJ) President 1996 -1997 Transitioned the company to continue operations under new ownership. Served on the Management Team of Patient Care, Inc., 1996-1997. Elder Care Solutions Founder and President 1981 -1996 Created a successful care managed, non-medical, in-home care business that grew to have over 200 employees who served the needs of over one thousand families annually from the elderly community in Jefferson County, Kentucky. Actively served as a Geriatric Care Manager and supervised master’s level students from Spalding University, University of Louisville and Southern Baptist Seminary. Orsini, Merrily CV 1 HONORS 2015 Gold Aster Award, Advanced TeleHealth Solutions Newsletter 2015 Gold Aster Award, Hannah's Home Care Coupon Cards 2014 Gold Aster Award, Home Health, LightHouse Healthcare calendar 2014 Silver Aster Award, Independence 4 Seniors Tip Sheet series 2014 Silver Aster Award, Regency Home Care website 2012 Web Health Gold Award, National Network of Depression Centers Website 2012 National Health Information Silver Award, Premiere Home Health Care Brochures 2012 eHealthcare Leadership Distinction Award, Procura Website 2012 American Business Awards, GOLD Stevie Award, Non-Profit Website, contempglass.org 2012 WebAward, Non-Profit Standard of Excellence, contempglass.org 2012 Web Health Marketing Bronze Award, GoProcura.com 2012 Silver Aster Award Brochure Advertising (2), Premiere Health Care Service Line Brochures Advanced TeleHealth Solutions Flyer 2011 Gold Award HealthCare Advertising, Open Arms Solutions Logo 2011 Silver Aster Award, Excellence in Medical Marketing, MOST Program 2011 National Mature Media Merit Award for MOST Program 2009 Finalist Stevie Awards, Marketing Campaign of the Year, MOST Program 2008 Louisville Magazine Critics’ Choice Best Digital Age Entrepreneur 2008 Working Mother Magazine Best Women Owned Businesses Award 2006 Public Relations Society of America (PRSA) Bronze Anvil Award 2002 National Women’s Leadership Summit Delegate 2000 Leadership Louisville Graduate 1999 Jefferson County Office for Women Hall of Fame Inductee 1998 Silver Fleur-de-Lis Recipient, Greater Louisville, Inc., the Metro Chamber of Commerce 1998 Woman of Achievement Award, Business and Professional Women/River City 1998 University of Louisville Alumni Fellow, Kent School of Social Work 1998 Paul Harris Fellow recipient, Rotary International 1996 Entrepreneur of the Year Institute Inductee, Palm Springs, California 1996 Entrepreneur of the Year Award Winner, Service Category, Kentucky and Indiana Region 1996 Woman Business Owner of the Year Award Winner, NAWBO, Kentucky Region 1995 White House Conference on Small Business Delegate 1990 National Leadership Institute on Aging, Kentucky Delegate EDITORIAL APPOINTMENTS: 2008-2011 Editorial Board, Home Health Care Management and Practice Journal 2006 Issue Editor February 2006, Home Health Care Management and Practice 1998 Issue Editor Spring 1998, Geriatric Care Management Journal 1996-1998 Editorial Board, Geriatric Care Management Journal PUBLICATIONS (Selected Articles): Home Health Care Management & Practice “Social Media: How Home Health Care Agencies Can Join the Chorus of Empowered Voices” Vol. 22, No. 3, April 2010 Orsini, Merrily CV 2 “Caught Up in the Web: Online Strategies for Marketing Your Home Health Care Agency” Vol. 21, No. 3, April 2009 “Using Public Relations and Marketing to Generate Referrals and Sales” Vol. 19, No. 3, April 2007 “Marketing Private Duty Home Care Services” Vol. 18, No. 2, February 2006 CARING (Regular monthly contributor from 2007 through March 2012) “Realizing the Dream for Private Duty Home Care” Vol. XXXI, No. 3, March 2012 “Activity Based In-Home Care: A Model for the Future” Vol. XXX, No. 3, March 2011 “The Winds of Change: Using the Power of the Internet” Vol. XXX, No. 2, February 2011 “Integrating the Web and Social Media into the Home Care Marketing Strategy” Vol. XXX, No.1, January 2011 Handbook of Geriatric Care Management “Marketing Geriatric Care Management”, Chapter author Jones and Bartlett, Inc. Publishers, 2nd and 3rd Editions February, 2007, March 2010 “The Future of Geriatric Care Management”, Chapter author Aspen Publishers, Inc. 2001 SELECTED PRESENTATIONS 2015 American Society on Aging Annual Conference, Chicago, IL “Home Centered Care is the Model of the Future for Home Health” Co-presented with C. Sam Smith, Axxess Technology Solutions Homecare Association of America Annual Leadership Conference, Washington, D.C. “The Psychology of Home Care Buyers & Referrers: Why Content Marketing Works Wonders”” Pennsylvania Homecare Association Annual Conference, Lancaster, PA “The Future of Home Health: Your Agency Must Be Ready” Co-presented with C. Sam Smith, Axxess Technology Solutions Orsini, Merrily CV 3 Homecare Associaition of Florida Annual Conference, Disneyworld, FL “Home-Centered Care is the Model for the Future” Co-presented with C. Sam Smith, Axxess Technology Solutions 2014 American Society on Aging Annual Conference, San Diego, CA “Preparing a Home for an Outside Caregiver” Panel on Financial Exploitation of the Elderly Texas Association for Home Care & Hospice Annual Conference, San Antonio, TX “Make it Meaningful: Mutual and Active Engagement in Care” “Marketing Aging Care in this Mobile Device Era “ New England Healthcare Consortium Annual Conference, Uncasville, CT “The Future of Home Health” 2013 Home Care Association of America Leadership Conference, Scottsdale, AZ “Thought Leadership: What Role Does Private Duty Play in the Health Care Equation? American Society on Aging Annual Conference, Chicago, IL “The Warp and the Woof: The Weaving of Privately Paid Services Within Aging Care” Texas Association for Home Care & Hospice Winter Legislative Conference, Austin, TX “Using Facebook for Marketing: Looking for Likes?” “Branding for Your Business” 2012 National Association for Home Care and Hospice 31th Annual Meeting & Exposition, Orlando, FL “Inbound Marketing: A Natural for Home Care with Mobile Apps, Website Resources and Social Media” New York State Association of Healthcare Providers Annual Meeting, Huntington, Long Island Keynote: “The Effective Website: Ever Shifting, Ever Changing” Breakout Session: “Convergence and Interactivity for Results” Orsini, Merrily CV 4 Arizona Non-Medical Home Care Association AZNHA Annual Meeting, Tempe, AZ Keynote: “As Goes the Nation (Now), So Goes Arizona (Eventually): Trends Affecting Non-Medical Home Care” Breakout Session: “Tech Innovations Impacting In-Home Care…Because Home Care is 24/7/365” Texas Association for Home Care & Hospice Private Pay Conference, San Antonio, TX Keynote: “Bigger and Better Customer Service” 2011 National Association for Home Care and Hospice 30th Annual Meeting & Exposition, Las Vegas, NV “Marketing for the Future Today: Going Mobile, Web-enabled, Social Networking” New Mexico Association for Home & Hospice Care Spring Conference Keynote, Albuquerque, NM “Flexibility and Adaptability: Keys to the Future” 2010 Private Duty Homecare Association 5th Annual Leadership Summit, Phoenix, AZ “Marketing Inside Out: Recruiting and Hiring Staff as an Internal, Ongoing Strategic Marketing Effort” National Private Duty Association 8th Annual Leadership Conference, Philadelphia, PA “Basic Marketing: Using Social Media” Private Duty Insider 13th Annual Private Duty Conference, Las Vegas, NV “Social Networking, is it the Missing Link to your Growth?” National Association for Home Care & Hospice 29th Annual Meeting & Exposition and World Congress, Grapevine, TX “Swim with the Current in the Social Media Tidal Wave” 2009 Orsini, Merrily CV Private Duty Homecare Association 4th Annual Leadership Summit, Phoenix, AZ “Understanding Your Audience: If You Are Targeting Everyone You Aren’t Reaching Anyone” Co-presented with Cheryl Richards-Mann 5 National Private Duty Association 7th Annual Leadership Conference, Chicago, IL “Strategic Internal Marketing: Recruiting and Hiring the Best” National Association of Professional Geriatric Care Managers Annual Confernece, Chicago, IL “Go for the Big Media: Educate the Public and Win-Win-Win “ National Association for Home Care & Hospice 28th Annual Meeting & Exposition and World Congress, Los Angeles, CA “A High-impact Monthly Marketing Routine Aimed at Success: Balance, Strength, Flexibility and Endurance” “Private Duty Open Forum” 2008 National Private Duty Association 6th Annual Leadership Conference, San Diego, CA “Homecare 101: Lessons Learned along the Way” co-presented with Rick Morey, HomeTrak and John Bowling, Ph.D., Silverado at Home National Association of Home Care and Hospice 27th Annual Conference, Ft. Lauderdale, FL “Resource Rich Marketing to Referral Sources” 2007 Private Duty Homecare Association Annual Leadership Summit, Scottsdale, AZ “Make Your Web Site Generate Referrals: Proven Techniques in Text, Design and Interaction” Power Home Health Referrals Advanced Marketing Strategies Las Vegas, NV “How to Work with a Private Duty Agency to Get Referrals” National Association of Professional Geriatric Care Managers Annual Conference, Boston, MA “Turning Your Care Management Expertise into Dollars through Strategic Public Relations, Marketing and Design” Co-presented with Cathy Jo Cress National Association for Home Care and Hospice 26th Annual Conference, Denver, CO “Increase Referral Results from Your Web Site: Proven Techniques in Text, Design and Interaction” Orsini, Merrily CV 6 10th Annual National Private Duty Conference & Expo Las Vegas, NV “Think Outside the Traditional Marketing Box: How to Use Direct Mail and Strategic PR to Increase Sales” 2006 Private Duty Homecare Association Inaugural Leadership Summit, Scottsdale, AZ “Niche Markets for Private Duty: Geriatric Care Management” Case Management Society of America Annual Conference, Dallas, TX “Zeroing In On the CM Market Using Strategy and Branding” National Association for Homecare & Hospice 25th Annual Meeting, Baltimore, MD “Adding Private Duty Services? Use Strategic Branding to Increase Referrals” 2005 Power Home Health Referrals Advanced Marketing Strategies Las Vegas, Nevada and Nashville, Tennessee “Publicity Secrets from a Home Care PR Expert” National Private Duty Association Leadership Conference, San Diego, California “What is Branding and Does it Work for Home Care?” 2004 National Private Duty Association San Antonio, Texas, Keynote “Ready, Aim Fire: Hitting the Mark with Strategic Marketing/Public Relations” 1998 American Society on Aging National Conference, San Francisco, California "Futuristic Application for Today’s Technology" 1995 American Society on Aging National Conference, Atlanta, Georgia Workshop presenter - "2030 A.D.: Envisioning the Future" 1992 Young Presidents’ Organization (YPO) Regional Educational Forum Seaside, Florida "Managing Change in the Family" - Workshops to executives and families American Society on Aging National Conference San Diego, California "Case Management along the Continuum" Orsini, Merrily CV 7 1989 – 1991 WAVE-TV, NBC-3 Louisville, KY "Sunrise" monthly presentations on elder care issues 1989 International Society for Gerontology Acapulco, Mexico Selected to present "Caregiving to the Elderly" paper 1988 Young Presidents’ Organization (YPO) National Educational Forum Alaska, Inside Passage Educational Cruise "Parenting Your Parents" Panel moderator and creator/presenter of "2030 A.D.: An Aging Experiential Workshop" EDUCATIONAL CONFERENCE PLANNER 2007-2012 Private Duty Homecare Association 2nd, 3rd, 4th, 5th, 6th and 7th Annual Leadership Summits, Education Committee Phoenix and Scottsdale, AZ, Long Beach, CA, Las Vegas, NV 1996 National Association of Professional Geriatric Care Managers National Conference in conjunction with the National Elder Academy of Law Attorneys Tucson, Arizona Conference Co-Chair VOLUNTEER INVOLVEMENT National Association for Home Care & Hospice Board of Directors 2009-2011 Industry Strategic Planning Congress Delegate 2007, 2008, 2009, 2010, 2011 Private Duty Homecare Association Board of Advisors 2006-2011, Chair 2009-2011 Annual Meeting Committee 2011 University of Louisville Member Board of Overseers 1998-2004, 2005-2016, Executive Committee 2010-2012 Co-chair Nominating & Review Committee 2012-2014 Co-chair Student Scholarship, Recruitment, Mentoring, & Retention Committee 2012-2014 Member Board of Directors Alumni Association 1995-2001 Spalding University Board of Trustees 2003-2008, 1st Vice Chair Rotary Club of Louisville President 1998-1999 Member Board of Directors 1994-1996, 1997-2000 Program Committee, Chair, Vice Chair and/or member 1996-2014 Mentor Leadership Fellows Program 2007-2009 ElderServe, Inc. Orsini, Merrily CV 8 Board of Directors 2012-2015 Partnership for Creative Economies Member Board of Directors 2005-2008 Co-chair: Making the Case 2006-2008 Kentucky Commission on Human Rights Co-chair, 40th Anniversary Event 2000 Member Kentucky Civil Rights Hall of Fame Selection Committee 2001, 2003, 2005, 2007 AAA Kentucky Board of Directors, 2002-2005 Greater Louisville, Inc. (formerly Louisville Area Chamber of Commerce) Member Board of Directors 1994-1996 Executive Committee and Vice Chair Center for Small Business 1995 Chair CEO Roundtables 1994 Small Business Steering Committee 1985-1999 TeN (Technology Network) Board of Directors 2001-2005 Regional Leadership Coalition Chair Workforce Task Force 2001 KentuckianaWorks/Workforce Investment Board/Private Industry Council Member Board of Directors 1992-2002, Vice-Chair 2002 March of Dimes Star Chefs Event, Chair 2002 Glass Art Society Co-chair 40th Annual Conference 2010 South Arts Board of Directors 2010-2016, Secretary 2014-2016 Art Alliance for Contemporary Glass Board of Directors 2014-2016 Board of Advisors, 2012-2014 Creative Glass Center of America, Board of Directors 2013-2015 Speed Museum, Board of Governors 2014-2016 National Association of Women Business Owners, Member Business and Professional Women, Member American Society on Aging, Member, Membership Committee American Telehealth Association, Member EDUCATION B.A. University of Kentucky 1969 M.S.S.W. Kent School of Social Work, University of Louisville 1977 Orsini, Merrily CV 9 Merrily Orsini, MSSW corecubed 3316 Springcrest Drive Louisville, KY 40241-2737 Phone (800) 370-6580 X 5 (502) 425-9770 Direct Louisville Office (828)418-3110 Direct Asheville Office FAX (800) 370-6580 (Preferred) (502) 339-0729 [email protected] www.merrilyorsini.com www.most4yourmarketing.com Orsini, Merrily CV www.corecubed.com www.markethomecare.com 10
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